Elevance Health, Inc.
ELV- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001156039
In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.
13F holders, Q2 2022
Institutional positions in Elevance Health, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,444
- +43 vs. Q1 2022
- Shares held
- 213.7M
- −247.0K (−0.1%) vs. Q1 2022
- Total value
- $103.2B
- −$1.46B (−1.4%) vs. Q1 2022
- New holders
- 136
- 527 more added
- Sold out
- 93
- 517 more reduced
23 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $76.8B |
| Q1 2026 | 1,473 | $57.1B |
| Q4 2025 | 1,557 | $71.0B |
| Q3 2025 | 1,512 | $63.3B |
| Q2 2025 | 1,596 | $79.7B |
| Q1 2025 | 1,667 | $88.6B |
| Q4 2024 | 1,609 | $76.5B |
| Q3 2024 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $107.7B |
| Q4 2023 | 1,660 | $98.1B |
| Q3 2023 | 1,531 | $90.8B |
| Q2 2023 | 1,529 | $93.1B |
| Q1 2023 | 1,521 | $96.9B |
| Q4 2022 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $105.7B |
| Q4 2021 | 1,375 | $99.3B |
| Q3 2021 | 1,221 | $80.6B |
| Q2 2021 | 1,239 | $82.8B |
| Q1 2021 | 1,215 | $78.2B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OPSEU Pension Plan Trust Fund | 2,368 | $1.14M | 0.29% | −1,469−38.3% | Reduced |
| 1st Source Bank | 2,373 | $1.15M | 0.08% | +11+0.5% | Added |
| PDT Partners, LLC | 2,374 | $1.15M | 0.10% | +2,374 | New |
| Jane Street Group, LLC | 2,386 | $1.15M | 0.00% | −32,010−93.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,392 | $1.15M | 0.03% | −185−7.2% | Reduced |
| CTC Capital Management, LLC | 2,400 | $1.16M | 1.26% | +2,400 | New |
| Bremer Bank National Association | 2,427 | $1.17M | 0.22% | −10.0% | Reduced |
| Foster & Motley Inc | 2,431 | $1.17M | 0.10% | −56−2.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,435 | $1.18M | 0.31% | +380+18.5% | Added |
| Diametric Capital, LP | 2,446 | $1.18M | 0.87% | +2,446 | New |
| Donaldson Capital Management, LLC | 2,450 | $1.18M | 0.06% | −4−0.2% | Reduced |
| 9258 Wealth Management, LLC | 2,455 | $1.19M | 0.30% | +206+9.2% | Added |
| Advisors Asset Management, Inc. | 2,479 | $1.20M | 0.02% | +2,479 | New |
| Analyst IMS Investment Management Services Ltd. | 2,490 | $1.20M | 0.11% | −330−11.7% | Reduced |
| Principle Wealth Partners LLC | 2,510 | $1.21M | 0.15% | −20−0.8% | Reduced |
| Regent Investment Management LLC | 2,515 | $1.21M | 0.34% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 2,526 | $1.22M | 0.03% | +180+7.7% | Added |
| Trust Asset Management LLC | 2,539 | $1.23M | 0.17% | +84+3.4% | Added |
| Centiva Capital, LP | 2,545 | $1.23M | 0.07% | +2,273+835.7% | Added |
| Wedbush Securities Inc | 2,562 | $1.24M | 0.07% | +14+0.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 2,573 | $1.24M | 0.06% | +2,573 | New |
| Conning Inc. | 2,586 | $1.25M | 0.04% | −12−0.5% | Reduced |
| Financial Counselors Inc | 2,590 | $1.25M | 0.03% | +714+38.1% | Added |
| Lincoln National Corp | 2,599 | $1.25M | 0.03% | −38−1.4% | Reduced |
| Cypress Capital Management LLC | 2,614 | $1.26M | 0.19% | −25−0.9% | Reduced |
| Insight Wealth Strategies, LLC | 2,624 | $1.27M | 0.24% | −192−6.8% | Reduced |
| NVWM, LLC | 2,630 | $1.27M | 0.49% | +1,531+139.3% | Added |
| Brinker Capital Investments, LLC | 2,630 | $1.27M | 0.02% | −99−3.6% | Reduced |
| Desjardins Global Asset Management Inc. | 2,681 | $1.29M | 0.17% | +155+6.1% | Added |
| Checchi Capital Advisers, LLC | 2,727 | $1.30M | 0.13% | +139+5.4% | Added |
| Garrison Point Advisors, LLC | 2,700 | $1.30M | 1.08% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,722 | $1.31M | 0.07% | −104−3.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,711 | $1.32M | 0.05% | −145−5.1% | Reduced |
| Clarius Group, LLC | 2,746 | $1.32M | 0.13% | +159+6.1% | Added |
| Simplify Asset Management Inc. | 2,805 | $1.35M | 0.17% | +561+25.0% | Added |
| Pinnacle Financial Partners Inc | 2,810 | $1.36M | 0.05% | +61+2.2% | Added |
| DB Fitzpatrick & Co, Inc | 2,815 | $1.36M | 1.50% | +29+1.0% | Added |
| Insight Inv LLC | 2,825 | $1.36M | 1.38% | −35−1.2% | Reduced |
| Lido Advisors, LLC | 2,832 | $1.37M | 0.03% | +68+2.5% | Added |
| Global Retirement Partners, LLC | 2,836 | $1.37M | 0.11% | +59+2.1% | Added |
| Empowered Funds, LLC | 2,848 | $1.37M | 0.18% | −3,891−57.7% | Reduced |
| Cetera Advisors LLC | 2,867 | $1.38M | 0.03% | +114+4.1% | Added |
| Central Trust Co | 2,892 | $1.40M | 0.05% | −35−1.2% | Reduced |
| 44 Wealth Management LLC | 2,920 | $1.41M | 0.54% | −423−12.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.41M | 0.26% | −15−0.5% | Reduced |
| Parallel Advisors, LLC | 2,933 | $1.42M | 0.07% | −53−1.8% | Reduced |
| Engineers Gate Manager LP | 2,958 | $1.43M | 0.05% | +2,511+561.7% | Added |
| Richwood Investment Advisors, LLC | 2,992 | $1.44M | 1.46% | −90−2.9% | Reduced |
| Copperleaf Capital, LLC | 2,993 | $1.44M | 1.46% | +53+1.8% | Added |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.45M | 0.21% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,006 | $1.45M | 0.13% | +488+19.4% | Added |
| Global Trust Asset Management, LLC | 3,014 | $1.45M | 0.72% | +707+30.6% | Added |
| Ameritas Investment Partners, Inc. | 3,017 | $1.46M | 0.06% | −79−2.6% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,121 | $1.46M | 0.31% | −17,926−85.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,018 | $1.46M | 0.07% | +1,606+113.7% | Added |
| Connectus Wealth, LLC | 3,011 | $1.46M | 0.03% | +633+26.6% | Added |
| Western Wealth Management, LLC | 3,025 | $1.46M | 0.08% | −142−4.5% | Reduced |
| Unigestion Holding SA | 3,027 | $1.46M | 0.08% | +627+26.1% | Added |
| Wealth Architects, LLC | 3,072 | $1.48M | 0.29% | −5−0.2% | Reduced |
| Kinneret Advisory, LLC | 3,070 | $1.48M | 0.19% | +65+2.2% | Added |
| Miracle Mile Advisors, LLC | 3,087 | $1.49M | 0.07% | −93−2.9% | Reduced |
| Altshuler Shaham Ltd | 3,090 | $1.49M | 0.02% | +3,090 | New |
| Institute for Wealth Management, LLC. | 3,091 | $1.49M | 0.30% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,096 | $1.49M | 0.19% | −380−10.9% | Reduced |
| Cigna Investments Inc | 3,121 | $1.50M | 0.30% | −1,188−27.6% | Reduced |
| Sawtooth Solutions, LLC | 3,119 | $1.51M | 0.20% | +966+44.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,136 | $1.51M | 0.08% | +3,136 | New |
| Signaturefd, LLC | 3,159 | $1.52M | 0.05% | −68−2.1% | Reduced |
| Genesee Capital Advisors, LLC | 3,157 | $1.52M | 1.06% | +3,157 | New |
| Ninety One SA (PTY) Ltd | 3,158 | $1.53M | 0.54% | +2,367+299.2% | Added |
| Leonteq Securities AG | 3,199 | $1.54M | 0.07% | +869+37.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,229 | $1.56M | 0.09% | +355+12.4% | Added |
| Leavell Investment Management, Inc. | 3,241 | $1.56M | 0.12% | +30+0.9% | Added |
| Bank of the West | 3,259 | $1.57M | 0.20% | −62−1.9% | Reduced |
| Anchor Investment Management, LLC | 3,263 | $1.57M | 0.23% | +61+1.9% | Added |
| Atria Wealth Solutions, Inc. | 4,875 | $1.57M | 0.03% | +2,313+90.3% | Added |
| Searle & Co. | 3,290 | $1.59M | 0.63% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.61M | 1.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,345 | $1.61M | 0.03% | +4+0.1% | Added |
| Kornitzer Capital Management Inc | 3,375 | $1.63M | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,391 | $1.64M | 0.16% | +195+6.1% | Added |
| World Equity Group, Inc. | 3,395 | $1.64M | 0.41% | −485−12.5% | Reduced |
| Comerica Securities,inc. | 3,420 | $1.65M | 0.12% | +5+0.1% | Added |
| Archford Capital Strategies, LLC | 3,444 | $1.66M | 0.42% | +70+2.1% | Added |
| Community Capital Management, Inc. | 3,450 | $1.67M | 2.02% | – | – |
| Sumitomo Life Insurance Co | 3,460 | $1.67M | 0.05% | +76+2.2% | Added |
| Pitcairn Co | 3,493 | $1.69M | 0.18% | −86−2.4% | Reduced |
| RMB Capital Management, LLC | 3,510 | $1.69M | 0.06% | +120+3.5% | Added |
| Meitav Dash Investments Ltd | 3,520 | $1.70M | 0.03% | −245−6.5% | Reduced |
| Massmutual Trust Co FSB | 3,531 | $1.70M | 0.07% | −194−5.2% | Reduced |
| Dorsey Wright & Associates | 3,571 | $1.72M | 0.50% | +3,571 | New |
| HighPoint Advisor Group LLC | 3,558 | $1.72M | 0.19% | +3,558 | New |
| Coldstream Capital Management Inc | 3,583 | $1.73M | 0.07% | +567+18.8% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.74M | 0.09% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 3,612 | $1.74M | 0.49% | −311−7.9% | Reduced |
| TD Private Client Wealth LLC | 3,614 | $1.74M | 0.08% | −604−14.3% | Reduced |
| Matisse Capital | 3,622 | $1.75M | 1.66% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,654 | $1.76M | 0.92% | −262−6.7% | Reduced |
| Trustcore Financial Services, LLC | 3,659 | $1.77M | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,702 | $1.79M | 0.05% | +282+8.2% | Added |